FactSet Expands Wealth Management Workflow AI Capabilities Through Partnership with TIFIN.AI
FactSet partners with TIFIN.AI to bring trusted analytics and agentic AI together in advisor workflows. The partnership enables wealth management firms to embed AI into everyday advisor workflows, helping increase productivity, strengthen client engagement, and accelerate enterprise AI adoption.
AI Will Not Replace Advisors — But It Will Elevate the Importance of Human Connection
Artificial intelligence is reshaping wealth management, but it cannot replace trust, empathy, or the deeply personal conversations that define great advisory relationships. In this thought leadership piece, Greg Murray explores why charitable planning is becoming one of the most powerful ways advisors can deepen client relationships, engage the next generation, and create lasting impact.
The Hidden Obstacles to AI Success in Wealth Management
AI is everywhere in wealth management, but execution will separate leaders in 2026. Rob Pettman shares what firms must address to turn AI from pilots into scalable business impact.
TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer
TIFIN appoints Andrew Dahlinghaus as COO, adding deep regulatory and operational expertise to drive the company’s next stage of AI growth.
TIFIN and Chariot Partner to Transform Grant Payments
TIFIN Give partners with Chariot to deliver faster, safer DAF grant payments, enhancing transparency and reliability for nonprofits and donors.
Alera Group Partners with Give, a TIFIN platform, to Launch White-Labeled Donor-Advised Fund Platform for Clients
Alera Group partners with TIFIN Give to launch a white-labeled donor-advised fund platform, combining AI-driven philanthropy with wealth management to help clients give with intent and advisors deliver a seamless digital giving experience.
TIFIN Give Launches “Louise”— The AI platform for philanthropy
TIFIN Give introduces Louise, an AI assistant that makes philanthropy personal again — helping donors discover charities, execute grants, and manage family giving through one intelligent, conversational platform.
Podcast: Ares + AMP – From Experimentation to Implementation
Ares Wealth Management Solutions Managing Director Brendan McCurdy joins The Growth Studio to share how his team is transforming distribution through AI.
TIFIN Board Welcomes Palantir’s Lila Flores, enhancing its expertise AI Commercialization
TIFIN today announced the appointment of Lila Flores, a senior executive at Palantir, to its Board of Directors. Flores brings a rare mix of Wall Street, national policy, renewable energy, and advanced technology experience critical as enterprises navigate real-world AI adoption.
The Strategic Power of a Firm-Branded DAF in an M&A World
In a consolidating market, philanthropy drives growth. A firm-branded DAF anchors assets, strengthens relationships, and differentiates your brand.